Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.08%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$689B
AUM Growth
+$64.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,716
New
Increased
Reduced
Closed

Top Buys

1 +$4.87B
2 +$2.25B
3 +$739M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$649M
5
MBB icon
iShares MBS ETF
MBB
+$582M

Top Sells

1 +$1.61B
2 +$991M
3 +$848M
4
JPM icon
JPMorgan Chase
JPM
+$625M
5
PDD icon
Pinduoduo
PDD
+$609M

Sector Composition

1 Technology 12.85%
2 Healthcare 8.2%
3 Financials 7.1%
4 Consumer Discretionary 6.6%
5 Industrials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4676
$176K ﹤0.01%
32,141
-13,167
4677
$176K ﹤0.01%
5,067
+616
4678
$175K ﹤0.01%
6,865
+6,127
4679
$175K ﹤0.01%
8,130
-3,119
4680
$175K ﹤0.01%
10,291
+2,369
4681
$175K ﹤0.01%
59,565
-214,815
4682
$175K ﹤0.01%
9,922
+195
4683
$175K ﹤0.01%
7,875
-1,025
4684
$174K ﹤0.01%
11,097
-819
4685
$174K ﹤0.01%
15,592
-10,019
4686
$173K ﹤0.01%
14,156
-3,707
4687
$172K ﹤0.01%
39,078
+10,242
4688
$172K ﹤0.01%
13,947
+4,196
4689
$172K ﹤0.01%
3,302
+637
4690
$171K ﹤0.01%
1,929
+206
4691
$171K ﹤0.01%
9,833
+301
4692
$171K ﹤0.01%
33,586
-3,709
4693
$171K ﹤0.01%
18,134
-761
4694
$170K ﹤0.01%
696
-99
4695
$170K ﹤0.01%
6,805
-2,188
4696
$170K ﹤0.01%
14,932
+6,732
4697
$169K ﹤0.01%
4,333
+227
4698
$169K ﹤0.01%
39,208
+26,737
4699
$168K ﹤0.01%
6,640
4700
$168K ﹤0.01%
11,984
-557